Craig
Slaubaugh

The Coury Firm

CRD#6249858
Investment Advisor
in Pittsburgh, PA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Craig Slaubaugh is a financial advisor based in Pittsburgh, Pennsylvania, working with The Coury Firm. Craig has previously held positions at North Allegheny School District, Lincoln Investment, Pnc Investments, LLC, Key Investment Services, LLC, Hbks Wealth Advisors, Waldron Private Wealth, LLC, and The Coury Firm. Craig has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, Craig is part of The Coury Firm, which operates out of Pittsburgh, Pennsylvania. The firm has 1 office and 24 employees. The firm manages assets totaling $1.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at The Coury Firm includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

260 Forbes Avenue Suite 1600
Pittsburgh, PA 15222

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

The Coury Firm Brokerage Details

Total Assets Under Management

$1,141,821,346

PA Average: $15,833,994,310
Total Number of Employees

24

PA Average: 41
Total Number of Accounts

866

PA Average: 3,342
Average Account Size

$1,318,500

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Craig Slaubaugh Work History

2023 - Present (2 years)

The Coury Firm

2021 - 2023 (2 years)

Waldron Private Wealth, LLC

2018 - 2021 (3 years)

Hbks Wealth Advisors

2017 - 2018 (1 year)

Key Investment Services, LLC

2016 - 2017 (1 year)

Pnc Investments, LLC

2013 - 2016 (3 years)

Lincoln Investment

2008 - 2016 (8 years)

North Allegheny School District

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Craig Slaubaugh to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at The Coury Firm

Craig Montanye
Pittsburgh, PA
Santino Coury
Pittsburgh, PA
Robertino Coury
Los Angeles, CA
Benjamin Sims
Pittsburgh, PA
Craig Slaubaugh
Pittsburgh, PA
Gregg Coury
Pittsburgh, PA
Daniel Novakowski
Pittsburgh, PA
Paul Coury
Pittsburgh, PA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started